Wedbush Securities’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Wedbush Securities’s Portfolio SDVY Stock Details SDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.9M	Buy	73,565 +9,427	+15%	+$383K	0.08%	192
2025 Q4	$2.46M	Buy	64,138 +193	+0.3%	+$7.33K	0.07%	215
2025 Q3	$2.43M	Sell	63,945 -25,502	-29%	-$946K	0.08%	193
2025 Q2	$3.16M	Sell	89,447 -13,424	-13%	-$450K	0.11%	135
2025 Q1	$3.45M	Buy	102,871 +2,549	+3%	+$90.9K	0.13%	117
2024 Q4	$3.6M	Buy	100,322 +37,576	+60%	+$1.41M	0.13%	116
2024 Q3	$2.28M	Buy	62,746 +5,166	+9%	+$180K	0.08%	173
2024 Q2	$1.92M	Buy	57,580 +10,517	+22%	+$354K	0.07%	207
2024 Q1	$1.64M	Buy	47,063 +38,176	+430%	+$1.25M	0.06%	249
2023 Q4	$291K	Sell	8,887 -682	-7%	-$19.9K	0.01%	787
2023 Q3	$270K	Hold	9,569	–	–	0.01%	771
2023 Q2	$271K	Buy	+9,569	New	+$254K	0.01%	804

Other funds holding SDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wedbush Securities's SDVY Position: Q1 2026 in Review

Wedbush Securities increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 15% in Q1 2026, buying an estimated $383K and bringing the position to 73,565 shares worth $2.9M. The position accounts for 0.08% of the portfolio, ranked #192.

Wedbush Securities first reported a position in SDVY in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.6M in Q4 2024. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Wedbush Securities held 73,565 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.9M as of Q1 2026.
Wedbush Securities bought 9,427 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $383K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.08% of Wedbush Securities's portfolio in Q1 2026, its #192 holding.
Wedbush Securities first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2023 and has held it in 12 quarters since.
Wedbush Securities's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $3.6M in Q4 2024.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.